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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,330 | $52,353-5.8% | $120,225-59.0% | $82,448-40.2% |
| Participation rate | 50.6% | 58.3%-7.7pp | 69.6%-18.9pp | 68.1%-17.4pp |
| Annual return | 19.01% | 61.85%-42.8pp | 439.23%-420.2pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,583 | $1,510+4.8% | $3,475-54.4% | $2,551-37.9% |
| Participant deferral / active EE | $2,514 | $2,627-4.3% | $3,999-37.1% | $4,139-39.3% |
| Admin fee / account holder | $2,686 | $4,363-38.4% | $5,696-52.8% | $7,234-62.9% |